Configure prospect email alerts for a fundraiser
To generate email alerts in Prospects, the system administrator must first configure your database mail settings. For information about how to enable email alerts, see Manage Email Alerts. For more information about prospect plans and fundraisers, see the Prospects Guide.
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Open the record of the fundraiser to receive email alerts. |
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Under Tasks, click Email alerts. The Configure prospect email alerts screen appears. |
Note: To receive email alerts, the fundraiser must be linked to an application user. If Email alerts is disabled, you must first link the fundraiser to a user. For information about how to link constituents to application users, see the Constituents Guide.
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Select when the fundraiser should receive an email alert. |
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Send me an alert when I am assigned as the prospect manager—To notify the fundraiser by email alert when they are assigned as the primary manager for a major giving prospect, select this option. |
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Send me an alert when I as assigned as the primary manager on a prospect plan—To notify the fundraiser by email alert when they are assigned as the primary manager for a prospect plan, select this option. |
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Send me an alert when I as assigned as the secondary manager on a prospect plan—To notify the fundraiser by email alert when they are assigned as the secondary manager for a prospect plan, select this option. |
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In the Send email alerts to field, enter the email address to use for alerts. |
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Click Save. You return to the fundraiser record. |